TSMC vs GlobalFoundries
Explore a detailed comparison of TSMC (Taiwan Semiconductor Manufacturing Co.) and GlobalFoundries (GLOBALFOUNDRIES INC.). This page examines their respective business models, financial performance, and market context to provide a comprehensive overview. Understand the key differences and similarities between these leading semiconductor manufacturers within the current industry landscape. Educational content, not financial advice.
Explore a detailed comparison of TSMC (Taiwan Semiconductor Manufacturing Co.) and GlobalFoundries (GLOBALFOUNDRIES INC.). This page examines their respective business models, financial performance, a...
Why It's Moving
TSMC's Stellar Q4 Earnings and AI-Fueled Guidance Ignite a Fiery 2026 Start
- Q4 revenue hit NT$1.046 trillion, topping consensus by 1%, with profits up 22% YoY, underscoring relentless demand from Nvidia, AMD, and Apple for cutting-edge nodes.
- 2026 outlook shines with Q1 revenue guidance up to $35.8 billion—a potential 40% YoY jump—driving leading-edge margins beyond expectations amid the AI supercycle.
- U.S. license for China plant ops and accelerated Arizona Phase 2 production to H2 2027 ease supply fears, bolstering global expansion amid trade deal buzz.
TSMC's Stellar Q4 Earnings and AI-Fueled Guidance Ignite a Fiery 2026 Start
- Q4 revenue hit NT$1.046 trillion, topping consensus by 1%, with profits up 22% YoY, underscoring relentless demand from Nvidia, AMD, and Apple for cutting-edge nodes.
- 2026 outlook shines with Q1 revenue guidance up to $35.8 billion—a potential 40% YoY jump—driving leading-edge margins beyond expectations amid the AI supercycle.
- U.S. license for China plant ops and accelerated Arizona Phase 2 production to H2 2027 ease supply fears, bolstering global expansion amid trade deal buzz.
Investment Analysis
TSMC
TSM
Pros
- TSMC benefits from surging AI infrastructure demand driving record Q4 profits and multi-quarter revenue acceleration.
- Analysts project 30% sales growth in 2026 with EPS reaching NT$100 by 2027 amid expanding gross margins above 60%.
- US-Taiwan tariff-relief talks and planned US capacity expansion mitigate geopolitical risks for customers.
Considerations
- High capital expenditures exceeding $150 billion from 2026-2028 strain short-term profitability pressures.
- Geopolitical tensions with China expose operations to ongoing diversification costs and supply chain risks.
- Beta of 1.27 indicates elevated stock volatility relative to the broader market.
Pros
- US-based operations reduce geopolitical risks associated with Taiwan exposure.
- Focus on mature nodes supports steady demand from automotive and industrial sectors.
- Strong balance sheet provides flexibility amid cyclical semiconductor industry fluctuations.
Considerations
- Lags in advanced nodes limits participation in high-growth AI chip manufacturing demand.
- Intense competition from TSMC and Samsung erodes foundry market share.
- Lower revenue growth prospects compared to leaders hinder margin expansion potential.
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TSMC (TSM) Next Earnings Date
Taiwan Semiconductor Manufacturing Company (TSM) reported its Q4 2025 earnings on January 15, 2026, before market open. The next earnings date for Q1 2026 is unconfirmed but forecasted for April 16, 2026, before market open, aligning with the company's historical mid-April pattern for first-quarter results. Investors should monitor for official confirmation from the company.
TSMC (TSM) Next Earnings Date
Taiwan Semiconductor Manufacturing Company (TSM) reported its Q4 2025 earnings on January 15, 2026, before market open. The next earnings date for Q1 2026 is unconfirmed but forecasted for April 16, 2026, before market open, aligning with the company's historical mid-April pattern for first-quarter results. Investors should monitor for official confirmation from the company.
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